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Salesforce
CRM

Overview Fund Activity

2,162 hedge funds and large institutions have $153B invested in Salesforce in 2023 Q1 according to their latest regulatory filings, with 343 funds opening new positions, 833 increasing their positions, 786 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+151
Holders Change %
+7.51%
% of All Funds
34.6%
Holding in Top 10
121
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+105.08%
% of All Funds
1.94%
New
343
Increased
833
Reduced
786
Closed
150
Calls
$5.16B
Puts
$5.23B
Net Calls
-$69.1M
Net Calls Change
+$53.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.71B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$1.35B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$786M
4
VH
ValueAct Holdings
California
+$585M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$574M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
2
Nomura Holdings
Nomura Holdings
Japan
-$950M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
-$548M
4
Barclays
Barclays
United Kingdom
-$511M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$449M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
1151
Stonegate Investment Group
Alabama
$1.24M -$1.03M -5,176 -46%
FCB
1152
First County Bank
Connecticut
$1.23M +$212K +1,059 +21%
CFM
1153
Capricorn Fund Managers
United Kingdom
$1.23M -$2.7M -13,515 -69%
BTI
1154
Blue Trust Inc
Georgia
$1.23M -$84.5K -638 -6%
CFG
1155
Carr Financial Group
Massachusetts
$1.22M -$11.4K -57 -0.9%
FIA
1156
Foundations Investment Advisors
Arizona
$1.22M +$627K +3,136 +106%
CL
1157
Choreo LLC
Illinois
$1.2M +$1.2M +6,023 New
NP
1158
NorthRock Partners
Minnesota
$1.2M +$197K +988 +20%
IIM
1159
Ironwood Investment Management
Massachusetts
$1.2M -$101K -507 -8%
AAP
1160
Ardsley Advisory Partners
Connecticut
$1.2M -$170K -850 -12%
PMG
1161
ProVise Management Group
Florida
$1.2M +$96.7K +484 +9%
VFA
1162
Voya Financial Advisors
Connecticut
$1.19M -$213K -1,085 -15%
BA
1163
Birinyi Associates
Connecticut
$1.19M -$79.9K -400 -6%
MCCP
1164
Mission Creek Capital Partners
California
$1.18M +$179K +897 +18%
SSI
1165
Scott & Selber Inc
Texas
$1.18M +$998 +5 +0.1%
CCG
1166
Ceeto Capital Group
Florida
$1.18M -$342K -1,710 -23%
CIA
1167
Capital Investment Advisors
Georgia
$1.17M +$200 +1 +0%
MCM
1168
Mainstay Capital Management
Michigan
$1.17M -$36.6K -183 -3%
COCM
1169
Charter Oak Capital Management
New Hampshire
$1.17M -$9.39K -47 -0.8%
WRPWM
1170
Werba Rubin Papier Wealth Management
California
$1.17M +$288K +1,441 +33%
RCA
1171
Riverview Capital Advisers
Massachusetts
$1.16M -$8.99K -45 -0.8%
WWM
1172
Western Wealth Management
Colorado
$1.16M +$46.5K +233 +4%
RGI
1173
River Global Investors
United Kingdom
$1.16M +$1.16M +5,800 New
BAM
1174
Bosun Asset Management
Illinois
$1.15M -$40K -200 -3%
ATWA
1175
Arbor Trust Wealth Advisors
Michigan
$1.15M -$5.99K -30 -0.5%
45 46
47
48 49